Monte Financial Group, LLC

Monte Financial Group, LLC (CRD# 150119) is a financial advisory firm headquartered in Guilford, CT. They manage $372,789,483 in 404 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    373
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $922,746
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, GA, MA, ME, NC, NY, PA, TX, VA

Financial Advisors at Monte Financial Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
William H. Leete
CRD#: 2400776
30 Long Hill Road, Guilford, CT 06437

William Leete (CRD# 2400776) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 30 years of experience in the finance industry.

2
Alexander R. Monte
CRD#: 6351502
30 Long Hill Road, Guilford, CT 06437

Alexander Monte (CRD# 6351502) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 9 years of experience in the finance industry.

3
Robert J. Monte
CRD#: 1259890
30 Long Hill Road, Guilford, CT 06437

Robert Monte (CRD# 1259890) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 39 years of experience in the finance industry.

4
Cameron J. Davignon
CRD#: 7254263
30 Long Hill Road, Guilford, CT 06437

Cameron Davignon (CRD# 7254263) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has 1 year of experience in the finance industry.

5
Benjamin T. Monte
CRD#: 7274760
30 Long Hill Rd, Guilford, CT 06437

Benjamin Monte (CRD# 7274760) is an Investment Advisor Representative working at Monte Financial Group, LLC in Guilford, CT and has over 3 years of experience in the finance industry.

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